Off-road environment recognition technologies for detecting extraneous substances such as dust, mud, snow, or rain during off-road autonomous driving of construction machinery, agricultural machines, and unmanned ground vehicles (UGVs), and removing the sensor signals of these substances on a real-t
Twenty years ago, the wage level of workers in South Korea was not even half of that in Japan, but now it has surpassed Japan. The wage gap between large, medium, and small-sized enterprises has further widened due to the cumulative wage increases in large companies.On March 17, the Korea Enterprise
Recent data indicates that the number of mid-sized companies playing a crucial role as the “backbone” of the domestic economy increased by nearly 100 last year. Both the total revenue and operating profit of mid-sized companies saw an increase of around 10% compared to the previous year, and investm
The author is an analyst for NH Investment & Securities. He can be reached at ys.jung@nhqv.com -- Ed.The transportation industry enjoyed a market boom during the pandemic era, but with trade volume growth slowing and supply growth accelerating, supply burden has increased, bringing down tariffs. The
The author is an analyst for NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.With lithium prices approaching BEP, a downtrend in LGES’s ASPs should slow. And, led by likely production recoveries at US OEMs, LGES’s sales are primed to rebound from 4Q23 after bottoming out in
A new technology for robot wheelchairs, which helps persons with lower-limb disabilities go up and down the stairs and move while staying standing, has been developed for the first time in the world.The Korea Institute of Machinery and Materials (President Sang-jin Park, hereinafter referred to as K
The Ministry of Land, Infrastructure, and Transport (MOLIT) announced on Aug. 29 that it will initiate an inspection of the Social Overhead Capital (SOC) projects being undertaken in the Saemangeum region of Jeollabuk-do, or North Jeolla Province. The ministry intends to examine the necessity, feasi
The author is an analyst for NH Investment & Securities. He can be reached at junsup@nhqv.com -- Ed.Although Hyundai M&F’s claims and expenses proved greater than estimated amounts in 1H23, we view the result as being a temporary issue stemming from the company’s relatively high portion of children’
The future of microLED, which is considered to be a “dream display,” appears promising as the once formidable barrier of high costs is expected to rapidly diminish in the coming years, inching the technology closer to widespread adoption. While domestic companies actively pursue the development of s
The author is an analyst for NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.MICube Solution is a provider of smart factory total solutions that maximize facility operation efficiency and implement automation by collecting and analyzing real-time information regarding
The Lounge, a luxury destination on the uppermost floor of Park Hyatt Seoul, presents the 2023 Bingsu Selection. Featuring Cherry, Honey Gold, Persimmon, and Mango varieties, this year’s bingsu menu offers epicurean relief from the early summer heat.Cherry Bingsu, recommended by Executive Chef Baek
The author is an analyst of NH Investment & Securities. He can be reached at hwdoh@nhqv.com -- Ed.With customers in the final stages of inventory adjustments, display industry conditions are recovering. We favorably view LX Semicon’s increasing portion of the iPhone supply chain and securing of new
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.We boost our 2026 capacity estimate for Samsung SDI by 15% to reflect a 33GWh (46pi 16GWh + prismatic 17GWh) JV with GM. We expect annual OP to hit W6tn (AMPC W1.8tn) in 2026.Outward expansion unfol
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.Earnings forecasts are likely to be raised further upon the announcement of additional US capacity expansions within the year. In 2026, US capacity is set to reach 290GWh, exceeding guidance by more
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.We raise our 2025 OP forecast by 77% to reflect tax credit estimates under the AMPC program. Further US capacity additions by automakers are expected within the year, which should benefit LGES.Raise
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.Samsung SDI is anticipated to diversify its customer portfolio, which is currently centered on European automakers, through the securing of new US partners this year. AMPC benefits are expected from
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.Once the IRA is finalized, we foresee a phase shift from the realm of anticipation to the realm of checking numbers, with existing expectations (capacity expansion, AMPC) being compared against actu
The author is an analyst of NH Investment & Securities. He can be reached at ys.jung@nhqv.com -- Ed.Expectations for an increase in demand for renewable energy are rising again, thanks to Hanwha Solutions’ expansion of photovoltaic manufacturing facilities in the US and Vestas’ strong order intake i
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com. -- Ed. LGES’s share price should receive ballast from March upon confirmation of solid EV demand in the US. Looking to its major customers, the effects of rising demand from GM should stand out.Impact of
The authors are analysts of NH Investment & Securities. They can be reached at ys.jung@nhqv.com. -- Ed. California’s introduction of NEM 3.0 is to reduce the electricity export rate (the selling price of surplus solar power resold to California utility companies). Upon going into effect in Apr 2023,